A partner portal lets your team create customer workspaces, allocate seats, and review usage under one enterprise agreement. The Honen team creates your portal and sets its seat pool and included features.
Open your portal
- Sign in with the email address that received your portal invitation.
- Open the workspace switcher from your account menu.
- Select your partner portal.
- Accept the invitation if prompted.
The switcher shows portals you can access. Portal access does not automatically make you a member of each customer workspace. Select a customer workspace in the switcher when you also have workspace membership.
Understand portal roles
| Role | Access |
|---|---|
| Administrator | Manage customer workspaces, portal teammates, report delivery, portal settings, and audit logs. |
| Workspace manager | Manage customer workspaces and their administrators. View reports and the portal team. |
| Analyst | View customer workspace information and usage reports. |
Only the Honen team can change the contracted seat pool and included features. Portal roles and customer workspace roles are separate.
Create a customer workspace
- Open Workspaces.
- Select New workspace.
- Enter the workspace name and the customer's administrator email.
- Set the number of seats to allocate.
- Set Allow seat overages if your agreement permits extra seats.
- Select Create & send invitation.
- Check that the workspace appears in the list.
The customer receives an invitation to become the workspace owner. Allocated seats cannot exceed the portal's seat pool. Extra seats use enterprise billing; the portal does not collect card payments.
Change workspace access and seats
- Open the workspace from Workspaces or Reports.
- Select Workspace settings.
- Change the seat allocation, overage setting, or active status.
- Select Save changes.
- Check the updated workspace status and seat count.
Pending invitations use seats. Before you disable overages, allocate enough seats for current members and pending invitations. Inactive workspaces keep their members, data, and seat allocations. Reactivate a workspace in the same settings dialog.
Manage workspace administrators
- Open the customer workspace.
- Select Manage admins.
- Enter an administrator's email address.
- Select Add admin.
- Check the administrator list or pending invitations.
An existing member receives administrator access. A new person receives a workspace invitation. This dialog lists only administrators and their pending invitations, with 25 entries per page in each list. Removing administrator access keeps the person as a workspace member. You cannot remove the owner's access or the last administrator.
Review usage
- Open Reports.
- Select Daily, Weekly, Monthly, or Yearly.
- Select a date in the required period.
- Review learning hours, active learners, and course completions by workspace.
- Select Export CSV to download the report.
Select a workspace name to open its details and usage. Use the top-bar breadcrumb to return to the report. Report periods use Eastern time, and weeks start on Monday. Learning time updates daily; seat counts show current usage.
Administrators can select delivery periods under Email reports, then select Save report delivery. Reports go to portal administrators after each selected period ends. These reports are usage summaries, not invoices.
Manage the portal
Use Portal team to invite teammates and assign portal roles. Use Audit log to review portal changes and the people who made them. Use Settings to rename the portal or upload its logo. Logos accept PNG, JPEG, or WebP files up to 2 MB.
Use the sidebar to move between portal sections. Each section has its own address. Refreshing the page keeps the selected section.